Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Francis Erickson is an investment advisor representative currently registered with Captrust in Phoenix, AZ. Nathan has been in the industry since 2008 and holds Series 7, 63 and 65 licenses. In addition to holding the Chartered Financial Analyst designation, Nathan also has extensive experience providing financial planning, pension consulting, and portfolio management services. Nathan is a highly qualified investment advisor with over 15 years of experience in the financial services industry. Prior to joining Captrust, Nathan worked at CHARLES SCHWAB & CO., INC. in PHOENIX, AZ. Nathan's professional experience, combined with his commitment to client service, makes him a valuable resource for individuals and families seeking financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
02/22/2021 - Present
Captrust (Phoenix AZ)
AZ
09/17/2008 - 07/27/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 10/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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